WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$737M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$51.7M
3
+$49.6M
4
RTN
Raytheon Company
RTN
+$49.5M
5
ADI icon
Analog Devices
ADI
+$48.2M

Top Sells

1
+$98.3M
2
+$84.2M
3
+$72.7M
4
CFR icon
Cullen/Frost Bankers
CFR
+$65.5M
5
TXN icon
Texas Instruments
TXN
+$63.9M

Sector Composition

1 Financials 20.73%
2 Industrials 17.84%
3 Consumer Discretionary 12.47%
4 Healthcare 11.59%
5 Technology 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.7M 0.11%
256,455
+11,818
227
$11.6M 0.11%
231,727
-10,195
228
$11.6M 0.11%
417,213
-2,668
229
$11.6M 0.11%
182,306
+19,022
230
$11.5M 0.11%
195,980
+4,406
231
$11.5M 0.11%
292,488
+5,154
232
$11.5M 0.11%
+147,950
233
$11.4M 0.11%
374,006
-37,212
234
$11.4M 0.11%
165,807
+6,015
235
$11.2M 0.11%
183,576
-11,359
236
$11M 0.11%
262,685
-16,502
237
$11M 0.11%
184,186
+46,058
238
$11M 0.11%
130,635
+17,092
239
$10.9M 0.1%
+75,074
240
$10.8M 0.1%
663,040
-325,458
241
$10.4M 0.1%
570,543
-47,769
242
$10.2M 0.1%
239,317
-17,524
243
$9.87M 0.09%
41,098
-223
244
$9.57M 0.09%
263,453
+12,403
245
$9.55M 0.09%
273,363
-19,416
246
$9.21M 0.09%
209,646
+54,534
247
$8.39M 0.08%
286,982
-9,438
248
$8.32M 0.08%
191,866
-10,395
249
$8.29M 0.08%
227,830
-125,285
250
$8.15M 0.08%
205,154
-3,866
8 9
10
11 12